With remote work on the rise, many digital nomads and international families split their time across countries, navigating complex tax laws and residency rules. In this episode of Gimme Some Truth, we explore common tax pitfalls of global living, why the "183-day rule" might not provide full protection, and essential insights for those balancing lives across borders. Tune in to learn how to plan effectively, reduce tax surprises, and make the most of a cross-border lifestyle.

Much is changing in the world of U.S. Estate Planning with regards to the possible sunsetting of the increased estate exemption in the United States in 2025.  In this podcast, the International Team at Walkner Condon discuss how these possible changes will effect American expats and how they plan for their children: given the lower estate exemption amounts in many European countries, these may not have a major effect, but can for those in other jurisdictions with no estate tax.

David Luzon from Barclay Damon joins the Walkner Condon team to discuss estate planning issues affecting US expats and cross-border families. Topics covered include probate jurisdiction, wills, inheritance/estate tax, transfer certificates, and other practical planning considerations expats need to be aware of.

In this episode of Gimme Some Truth, Syl, Keith and Stan discuss the importance of international allocation in portfolios. Despite years of US outperformance, international markets remain a pillar of a well diversified allocation, in both equity and fixed income. In this discussion, we share insight and look at index data to help investors with their own international allocation decisions.

This Gimme Some Truth episode explores the nuances of Roth conversion strategies for Americans abroad. For most Americans, the decision to roll over a Roth IRA is governed by the calculus of US Tax Rates and their age. However, many foreign countries either treat the Roth IRA like a traditional brokerage account or a traditional IRA. Therefore, Americans living abroad (or thinking about it) should proceed carefully and fully analyze how their prospective destination(s) will treat Roth IRAs...

In this installment of Gimme Some Truth, Keith, Stan and Syl discuss how residing abroad can effect one of the most common decisions US investors make - rolling over their employer-sponsored retirement plan (401k, 403b, TSPP) to an IRA. While this decision is frequently presented as a "no brainer" for Americans in the US, the various tax treaties the US has with foreign countries frequently render this decision more complicated for Americans residing or thinking about residing abroad as...

Syl and Clint discuss the domestic and international stock and bond markets, reviewing the second quarter of 2024 and touch on some themes for the rest of the year. Syl is seeing a few more headwinds for the remainder of the year, and both Syl and Clint are a bit skeptical that this recent stock market rally will persist.

Clint and Stan share practical advice on navigating the financial complexities of a blended family in our newest podcast episode. #BlendedFamilyTips #finance --- Send in a voice message: https://podcasters.spotify.com/pod/show/walkner-condon-expats/message

Syl Michelin and Nate Condon host an exciting economic commentary with feature guest Andrew Opdyke. Andrew is a CFA and economist for First Trust Portfolios and frequently speaks on macroeconomic topics and the current state of the markets. In this podcast, we discuss inflation and its impact on debt, the housing market, and the current health of multinational corporations. We hope that this podcast will help to provide some insight on the current state of the economy and how the Fed may...

Keith and Stan offer valuable guidance on starting your expat life from the US, highlighting the benefits this change brings. #ExpatLife #NewBeginnings --- Send in a voice message: https://podcasters.spotify.com/pod/show/walkner-condon-expats/message

We are joined by Leonardo DeCosta from First Trust to discuss the environment of expats in Europes markets. --- Send in a voice message: https://podcasters.spotify.com/pod/show/walkner-condon-expats/message

Join Keith and Syl as they talk about how and when to select the right brokerage for your expat journey. --- Send in a voice message: https://podcasters.spotify.com/pod/show/walkner-condon-expats/message

In this podcast, Walkner Condon’s team of International Advisors discuss the banking rules and regulations that face Americans moving abroad. They also discuss some of the additional banking options for Americans outside of the U.S. --- Send in a voice message: https://podcasters.spotify.com/pod/show/walkner-condon-expats/message

In our latest podcast episode, Polly engages in a discussion with Anna January, who serves as the Director of Charitable Giving at Wisconsin Watch. Tune in as they explore the present and upcoming landscape of charitable contributions. Read the 2024 Market Report here: https://walknercondon.com/2024-market-outlook-2/ --- Send in a voice message: https://podcasters.spotify.com/pod/show/walkner-condon-expats/message

Mitch and Alicia talk about Alicias article covering timing the market and why it can be the wrong choice. --- Send in a voice message: https://podcasters.spotify.com/pod/show/walkner-condon-expats/message

Clint and Nate sit down to talk about their articles for the 2024 Market Report. They cover the housing market and the low consumer sentiment surrounding the markets. --- Send in a voice message: https://podcasters.spotify.com/pod/show/walkner-condon-expats/message

Mitch and Keith are talking about their articles for our 2024 Market Report. Keith talks about his piece on bonds and Mitch talks about piece on the possibility of a soft landing. --- Send in a voice message: https://podcasters.spotify.com/pod/show/walkner-condon-expats/message

Stan and Syl continue our discussions about the articles in our 2024 Market Report. They discuss Stans article covering Recency Bias and its influence on the market. Read the article here: --- Send in a voice message: https://podcasters.spotify.com/pod/show/walkner-condon-expats/message

Isabel Quintero joins Keith, Stan, and Syl to discuss the services Henley and Partner offer their clients and the environment of international residency. Connect with Henley and Partners: [email protected] --- Send in a voice message: https://podcasters.spotify.com/pod/show/walkner-condon-expats/message

This is our first podcast talking about our 2024 Market Outlook. Clint and Syl discuss Syl's article titled "What Year Is It?", a global macro piece. Read the Walkner Condon 2024 Market Outlook here: https://walknercondon.com/2024-market-outlook-2/ --- Send in a voice message: https://podcasters.spotify.com/pod/show/walkner-condon-expats/message

Keith and Stan talk about the updates to the situation surrounding NHR policies in Portugal. --- Send in a voice message: https://podcasters.spotify.com/pod/show/walkner-condon-expats/message

Keith sits down with the Founder of Kubera, Rohit Nadhani to talk about the platform and its beginnings. --- Send in a voice message: https://podcasters.spotify.com/pod/show/walkner-condon-expats/message

The non-habitual residence program (NHR) is a special tax status that offers special tax treatment to non-residents who would like to establish permanent or temporary residence in Portugal. The NHR scheme will end in 2024, meaning you may only have until the end of 2023 to apply. #NHR #nhrprogram #expats #expatlife #portugal #portugalforexpats --- Send in a voice message: https://podcasters.spotify.com/pod/show/walkner-condon-expats/message

Our expat team sat down with Tina Adatia from her London office. Ms. Adatia is an executive vice president and product strategist, focusing on global fixed income and ESG strategies at Pimco. PIMCO is a global leader in active fixed income with deep expertise across public and private markets. Our extensive resources, global presence and time-tested investment process are designed to help provide our clients with an edge as they pursue their long-term goals. #globalbondmarket #bonds #pimco...